Lee Alan White

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1990 → 09/2025
  Avantax Investment Services, Inc.
  Barre, VT
• 04/1997 → 09/2025
  Avantax Advisory Services
  Barre, VT
• 08/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Barre, VT
• 08/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Barre, VT
• 08/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Barre, VT
• 08/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Barre, VT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Barre, VT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1997-04-15 → 2025-09-05
  Avantax Advisory Services
  Barre, VT

Other Businesses

1)Vermont State 4H Foundation~'NIR'~86 Summer St Suite~Barre~VT~05641~Nonprofit~Director/Officer~8/1/2014~1hrs~1hrs~Approve grants given to satellite organizations for 4H|White & Associates~'NIR'~86 Summer Street~Barre~VT~05641~Tax Preparation/Accounting~Tax Preparation/Accounting~1/4/2010~160hrs~160hrs~CPA, PFS, CFP| 2)Americorps; Board Member; Elected/Appointed Official; NIR; 0; 01/01/2018; 280 State Drive Waterbury VT 05671; We approve the activity of the Executive Director and grant money to sub recepients. 3)White & Associates, Inc.; Tax Preparation/Accounting; Tax Preparation/Accounting; NIR; 130; 01/04/2010; 86 Summer Street Suite 1 Barre VT 05641; As a CPA we prepare taxes for individuals, business's and not for profit business's. We provide bookkeeping services.  We also perform audits, reviews and compilations for business's.

Exams

• S66 Uniform Combined State Law Examination
  1996-10-16

Designations

• Certified Financial Planner

Other Names

• Lee Alan White